Crusoe is not the chipset that's going to drive meaningful growth.

The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term.

When a company has such a strong product cycle coming, there are years of momentum that you enjoy.

The opportunity for AMD with Dell was a year ago. Last year Intel was a disaster. This year it's not the case, and you can't assume that Intel is going to continue to screw up.

TI we think will be fairly bullish. We look to hear positive data points from them, particularly in handsets.

It's probably been one of the worst years for the semiconductor stocks and for techs in the last 15 to 20 years. This company has done extremely well in a terrible environment by executing flawlessly an extremely competitive 3D graphics market. NVIDIA is a top dog in this niche.